WEBINAR: Decedent Estate and Final 1040 - E3S5R-T-00870-25-O

1 Hour Tax (Federal); IRS:


Wednesday, January 8, 2025
12:30 PM - 1:30 PM (EST)
Online Webinar
Category: Tax (Federal) - Webinars

Join us for this essential class on critical issues affecting the decedent. What is the significance of “Step Up” Basis on decedent’s assets? What forms are required and or recommended to be filed? What happens with the decedents Capital and Net Operating Losses? Who or What is a Personal Representative? Who can sign the decedent return if no estate is open? Significance of IRC Section 454 regarding Savings Bonds will be discussed in addition we will define terms associated with the decedent, review filing dates, and separating income and expenses between the decedent and estate. Bonus Material: Review issues surrounding delay or frozen refunds for deceased individuals, obtaining a POA for a decedent, and issues surrounding decedent’s Digital Assets.

 Learning Objectives: 

  • Define Important Terms and Checklists.
  • Review Forms, Filing Dates, and Requirements.
  • Discuss Significance of Protecting Deceased’s Identity.
  • Examine Personal Representative Duties. 
  • Who can Sign Returns?
  • Classify Income and Expenses – Where Does it Go?
  • Explain Basis of Estate Property.
  • Explore Capital Losses and NOL’s.
  • Explore Other Issues.
  • Investigate what’s New?

Registration Options

Credits Price
Member
Registration Ended 1/8/25 at 12:30 PM EST
1.00 (Tax (Federal)) $35.00
Non-Member
Registration Ended 1/8/25 at 12:30 PM EST
1.00 (Tax (Federal)) $65.00

Allan J. Reynolds, EA

A.J. is an enrolled agent (EA) with over thirty years of experience encompassing various areas of taxation. Though his practice centers on Individual, Business, and Estate Tax preparation, A.J. specializes in IRS Audits, Appeals, Collections, Innocent Spouse, Independent Contractor vs. Employee Issues, and Civil Tax Fraud Representations. As diverse as his specializations, A.J.’s clientele, too, ranges from average workers to Fortune 500 executives.

Based in Sioux City, Iowa, A.J. nevertheless brings his everyday “in the trenches” experience to seminars nationally and internationally to assist attendees with real issues affecting tax professionals. A.J. has spoken Basics + Beyond Income Tax Seminars and Webinars, NATP National Conference and Webinars, NAEA Webinars, NTI Resort Conferences, and Iowa State University Webinars and Annual Tax Seminars.

A.J. started his tax career with a national CPA firm in San Diego, CA after proudly serving for five years in the United States Navy onboard the Guided Missile Destroyer USS Callaghan. During his time on the destroyer, A.J. and crew members were awarded the Navy Expeditionary Medal for their work in the Straits of Hormuz off the coast of Iran.

Outside of his tax practice, he is a member of the Diocese of Sioux City Priests’ Pension & Welfare Board and the Investment Advisory Board for the Diocese. When not working, his time is spent in various activities, including traveling with his wife and their two children.

No show - No refund - no exceptions. No refund will be issued for any webinar in which the login information and course material has already been distributed. Please check spam/junk folders. No refund nor credit for a future program will be issued for any webinar for which you are registered but fail to attend. Applicable webinar bundle credits will be forfeited for any webinar no-show.

For More Information:

Pennsylvania Society of Tax & Accounting Professionals Logo 150 Corporate Center Drive Suite 205
Camp Hill, Pennsylvania 17011
United States
800.270.3352